About Me

Living in Fort Collins, Colorado, Gregory Thoke is a distinguished Financial Advisor proudly rooted in the financial services industry for over a decade. Known for his proficiency and dedication and to his clients, he has been honored with several awards throughout his illustrious career. Aside from his professional achievements, Gregory's life reflects a deep love for his family, skiing, volunteering, and hiking. His affinity for the outdoors is as important to him as his commitment to helping others navigate the complexities of financial planning.

Current Role and Career History

In his current role as a Financial Advisor, Gregory harnesses his expertise to assist clients in securing a better financial future. He takes pride in making a tangible difference in his clients' lives by guiding them to informed financial decisions. He considers himself not only their advisor, but their friend.

Gregory embarked on his financial planning career straight from college. Since then, he has repeatedly proved his mettle. His path is punctuated with numerous clients that testify to his professional acumen and perseverance.

Academic Background

Gregory laid his career foundation at the University of Northern Colorado. Here, he honed his analytical and financial skills, setting him on the path to becoming a successful financial planner. He graduated in 2012 with a degree in Finance from the Monfort College of Business.

Professional Accomplishments and Awards

Gregory's career is adorned with several accolades that bear testimony to his expertise and dedication to financial planning. His awards cabinet boasts distinguished recognition, such as the Waddell and Reed Crest awards in 2018 and 2020, Advisor Medalist Platinum 2019 and 2020, and the Jackson National Stars Club 2017. Moreover, he was inducted into the Waddell and Reed Circle of Champions in 2017 and 2018. Early in his career, he received the Waddell and Reed Pacesetter Award in 2014. He also achieved the milestone of delivering 100 Financial Plans in 2016, adding to his career accomplishments.

His proudest professional achievement was co-founding Choice City Wealth Partners. It was here that he and the team helped hundreds of households on a daily basis. They focused on guiding clients to achieve their short and long-term financial goals and providing financial enterprise in the event of all life endeavors and unforeseen events.

Charity and Volunteer Work

Beyond his professional realm, Gregory is an active supporter of nonprofits that are important to him. He was a Junior Achievement Northern Colorado board member from 2018 to 2023. Furthermore, he has sponsored local community baseball teams each year from 2019 to 2021. His other notable philanthropic endeavors include contributions to the Steamboat Stars, Matthews House, Childsafe, United Way, and the Weld and Larimer County Food Bank.

Personal Life and Interests

Born on January 14, 1989, in Brookfield, Wisconsin, Gregory discovered his passion for skiing at the tender age of three. This early introduction ignited a lifelong love for this thrilling winter sport. Skiing has brought him closer to nature and fostered numerous meaningful relationships.

His volunteer work with STARS Steamboat's adaptive sports program has greatly satisfied him. By imparting his vast knowledge and helping those who never thought they could ski, Gregory has found a unique way to share his love for the sport.

In addition to skiing, Gregory enjoys other outdoor activities, such as hiking and golf. His penchant for adventure and exploration also expresses his love for traveling.

Noteworthy Events and Benchmarks

As Gregory's illustrious career approaches its 11th year in September, this anniversary will be a significant milestone for this dedicated financial planner. It represents over a decade of unwavering commitment to helping clients secure their financial future.

Gregory Thoke stands as an example of professional excellence. His career in financial services has been characterized by his steadfast dedication and proficiency. Simultaneously, his passion for skiing and volunteering reflects his love for the outdoors and his commitment to service. As he continues in his professional journey and personal pursuits, Gregory is an example of achieving success while staying true to one's passions.


Portfolio - Gregory Thoke